NewEdge Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

NewEdge Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.5M	Sell	1,697,190 -182,871	-10%	-$4.72M	0.16%	133
2025 Q4	$48.4M	Buy	1,880,061 +284,295	+18%	+$7.36M	0.18%	111
2025 Q3	$41.3M	Sell	1,595,766 -310,713	-16%	-$7.95M	0.19%	106
2025 Q2	$48.8M	Buy	1,906,479 +136,200	+8%	+$3.44M	0.25%	81
2025 Q1	$45.2M	Sell	1,770,279 -54,156	-3%	-$1.37M	0.27%	82
2024 Q4	$45.6M	Sell	1,824,435 -50,818	-3%	-$1.29M	0.27%	69
2024 Q3	$49M	Buy	1,875,253 +361,173	+24%	+$9.3M	0.32%	60
2024 Q2	$38M	Buy	1,514,080 +188,832	+14%	+$4.71M	0.28%	77
2024 Q1	$33.5M	Buy	1,325,248 +186,982	+16%	+$4.73M	0.29%	77
2023 Q4	$29.2M	Buy	1,138,266 +831,893	+272%	+$20.5M	0.28%	84
2023 Q3	$7.46M	Sell	306,373 -28,840	-9%	-$719K	0.08%	240
2023 Q2	$8.5M	Buy	335,213 +330,971	+7,802%	+$8.47M	0.1%	210
2023 Q1	$109K	Buy	4,242 +3,126	+280%	+$80K	﹤0.01%	1721
2022 Q4	$10.1K	Buy	+1,116	New	+$28K	﹤0.01%	2369

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

NewEdge Advisors's SPAB Position: Q1 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9.7% in Q1 2026, selling an estimated $4.72M and leaving 1,697,190 shares worth $43.5M. The position accounts for 0.16% of the portfolio, ranked #133.

NewEdge Advisors first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $49M in Q3 2024. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

NewEdge Advisors held 1,697,190 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $43.5M as of Q1 2026.
NewEdge Advisors sold 182,871 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $4.72M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of NewEdge Advisors's portfolio in Q1 2026, its #133 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $49M in Q3 2024.
544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.